Sunbeam Capital Management, LLC
Sunbeam Capital Management, LLC reported 124 positions worth $218.8M as of June 30, 2026 (13F filed July 14, 2026). Largest holding: IVV (15.0%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IVV | SH | $32.8M | 14.99% | 43,792 | — | — | |
| ▸ 2 | VOO | SH | $21.4M | 9.78% | 31,141 | — | — | |
| ▸ 3 | AAPL | SH | $12.2M | 5.58% | 42,173 | — | — | |
| ▸ 4 | DSTL | SH | $10.1M | 4.64% | 169,318 | — | — | |
| ▸ 5 | IEFA | SH | $8.5M | 3.88% | 87,874 | — | — | |
| ▸ 6 | NVDA | SH | $8.1M | 3.72% | 40,654 | — | — | |
| ▸ 7 | PG | SH | $7.0M | 3.20% | 47,755 | — | — | |
| ▸ 8 | GOOGL | SH | $6.0M | 2.76% | 16,867 | — | — | |
| ▸ 9 | MSFT | SH | $4.5M | 2.06% | 12,085 | — | — | |
| ▸ 10 | SPY | SH | $4.1M | 1.86% | 5,451 | — | — |
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Frequently Asked Questions
What stocks does Sunbeam Capital Management, LLC hold as of Q2 2026?
Sunbeam Capital Management, LLC reported 124 positions worth $218.8M in its Q2 2026 13F filing. Largest positions: IVV (15.0%), VOO (9.8%), AAPL (5.6%), DSTL (4.6%) and IEFA (3.9%).
What did Sunbeam Capital Management, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Sunbeam Capital Management, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.